❓ FAQs for the Project Details Page Section

Below are the most common questions customers ask when viewing or managing the Project Details Page, including the extremely important Customer Dashboard.

1️⃣ What is the purpose of the Project Details Page?

It provides a complete, real-time summary of the project, including production progress, shipping progress, customer contact info, and direct access to the Customer Dashboard.
It acts as the project’s “homepage” for internal teams.

2️⃣ How are Production and Shipping Progress percentages calculated?

Progress is based on:

Quantity of approved revision items

Completed production stages (routing)

Items shipped or assigned to dispatch

Actual weights vs. expected weights

These percentages update automatically as teams log work.

3️⃣ Can I edit project information directly from this page?

Yes.
Click Edit Project to update:

Names

Contact details

Scope of work

Address

Surface area

Description

Updates apply instantly across all modules and dashboards.

4️⃣ What is the Customer Dashboard and why is it important?

The Customer Dashboard is a public, read-only, secure dashboard for your client.
It allows customers to:

Track production

View shipping progress

Review project details

Check completion percentages

Access live updates without contacting your team

This reduces manual reporting and enhances transparency.

5️⃣ How does the customer access the Customer Dashboard?

Customers need two things:

Dashboard URL (unique project link)

Access Password (generated by the system)

Both are shown on the Project Details Page with a Copy button for easy sharing.

All updates—including progress, customer name, scope, address—are reflected immediately on the customer dashboard.
No need to resend the link or password unless regenerated.

7️⃣ Is the Customer Dashboard secure?

Yes.
Security is enforced through:

A unique URL per project

A password-protected login

Read-only access

No ability for customers to modify any data

Only people who receive the link and password can view it.

8️⃣ Why is my customer seeing incorrect or outdated percentages?

This usually happens when:

Production logs are not updated

QC has pending inspections

Yard entries were not accepted

Shipping dispatches were not completed

Ensure all teams update progress regularly.

9️⃣ Can I regenerate or reset the customer access password?

Yes.
Admins can reset the dashboard password if:

A customer loses access

You need to revoke old credentials

You want to secure the dashboard for a new customer contact

🔟 Does the Project Details Page affect other modules?

Yes.
Updating project details will affect:

Customer Dashboard

Reports

Project summaries

Communication details across all modules

But it does not affect production, routing, QC, or shipping workflows.

11️⃣ Why is the project progress showing 0% even though items were imported?

Possible reasons:

Revision not approved

Phase not released

Routing not executed

Production not started

Progress only begins to increase once production logs are submitted.

12️⃣ Can customers view per-building or per-phase progress?

Yes — the Customer Dashboard includes detailed breakdowns such as:

Production per building

Shipping per building

Per-phase summaries

Status indicators

This gives customers full visibility.

13️⃣ Does the system allow multiple customer contacts to view the same dashboard?

Yes.
You may share the same link and password with any authorized customer personnel.

14️⃣ Why do I see “Open / On Hold / Closed” on the Project Details page?

These status labels help identify the project’s state:

Open → Active and progressing

On Hold → Temporarily paused

Closed → Project fully completed

The status impacts reporting visibility but not production unless manually managed.

15️⃣ Can I export project data from the Project Details page?

While the page itself does not include exports, exports are available through:

Phase Explorer

Reports

Dashboards

Shipping

Production

These allow you to share details with customers and internal teams.

FAQs for the Project Details Page

❓ FAQs for the Project Details Page Section#

1️⃣ What is the purpose of the Project Details Page?#

2️⃣ How are Production and Shipping Progress percentages calculated?#

3️⃣ Can I edit project information directly from this page?#

4️⃣ What is the Customer Dashboard and why is it important?#

5️⃣ How does the customer access the Customer Dashboard?#

6️⃣ What happens if I change project details after sharing the dashboard?#

7️⃣ Is the Customer Dashboard secure?#

8️⃣ Why is my customer seeing incorrect or outdated percentages?#

9️⃣ Can I regenerate or reset the customer access password?#

🔟 Does the Project Details Page affect other modules?#

11️⃣ Why is the project progress showing 0% even though items were imported?#

12️⃣ Can customers view per-building or per-phase progress?#

13️⃣ Does the system allow multiple customer contacts to view the same dashboard?#

14️⃣ Why do I see “Open / On Hold / Closed” on the Project Details page?#

15️⃣ Can I export project data from the Project Details page?#